Retirement Planners, owned by Vincent Williams, provides financial planning and investment advisory services to individuals and small businesses. Vincent works with clients to establish life insurance, disability insurance, annuities, stock portfolios, and retirement plans. He analyzes client data and objectives to make recommendations, which clients can implement through any brokerage firm.
Assets Under Management$290K
Clients2
Advisors1
Avg. per Client$150K
Avg. per Advisor$290K
Fee Structure
Retirement Planners offers a free 1-hour consultation. After that, fees for financial analysis are calculated at $100 per hour, based on the complexity of the plan. Clients can be billed directly or through their brokerage accounts. A full refund is offered within 90 days if unsatisfied.
Hourly Rate:$100/hr
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